The Foundations Advisors Difference

Foundations Investment Advisors

Foundations Investment Advisors (FIA) is a Registered Investment Advisor (RIA) that provides a platform for fee-based asset management for Series 65 licensed advisors nationwide. Our in house CFA® provides active portfolio management for retirees, with a goal to minimize market risk while helping maximizing returns. If you are an Investment Advisor Representative or considering getting licensed, contact Combined Benefits United today to find out how to put the experience of Foundations Investment Advisors to work for your clients.

Offer Your Clients the “Fiduciary” Standard

With the changing financial landscape and regulatory environment, the days of the “insurance only” producer are quickly becoming a thing of the past. Contact Combined Benefits United today to find out how you can be an advocate for your clients and offer them a complete solution for financial management.

Jeff Junior

Jeff Junior

Co-Founder
$100 Million Producer

Darren Leavitt

Darren Leavitt, CFA®

Portfolio Manager
Chartered Financial Analyst

Laurie Simmons

Laurie Simons, CFP®

Vice President
Certified Financial Planner

*Advisory services offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor.